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iShares Core Universal USD Bond ETF

751 hedge funds and large institutions have $31.9B invested in iShares Core Universal USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 261 increasing their positions, 342 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 55

2% more funds holding

Funds holding: 738751 (+13)

1% less capital invested

Capital invested by funds: $32.2B → $31.9B (-$372M)

2.5% less ownership

Funds ownership: 98.03%95.53% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 9484 (-10)

24% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 342

Holders
751
Holders Change
+13
Holders Change %
+1.76%
% of All Funds
9.86%
Holding in Top 10
84
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-10.64%
% of All Funds
1.1%
New
83
Increased
261
Reduced
342
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
426
Keystone Wealth Services
California
$929K -$3.08M -66,699 -77%
BIG
427
Brookwood Investment Group
Arizona
$922K +$70.7K +1,529 +8%
SEIA
428
Signature Estate & Investment Advisors
California
$920K -$120K -2,595 -12%
AP
429
Appleton Partners
Massachusetts
$916K -$217K -4,700 -19%
NFG
430
Nations Financial Group
Iowa
$912K +$138K +2,987 +18%
FI
431
FWG Investments
Kentucky
$911K +$26.2K +567 +3%
KFG
432
Kelly Financial Group
Connecticut
$909K +$1.11K +24 +0.1%
LSWP
433
Liberty Square Wealth Partners
Pennsylvania
$906K -$200K -4,315 -18%
VFP
434
Vested Financial Planning
California
$903K +$95.2K +2,058 +12%
PIA
435
Perennial Investment Advisors
California
$902K -$257K -5,561 -22%
AWM
436
Accredited Wealth Management
Kentucky
$893K -$466K -10,075 -53%
GS
437
GWN Securities
Florida
$892K +$140K +3,028 +19%
WCM
438
WealthTrak Capital Management
Virginia
$892K -$136K -2,930 -13%
BWM
439
BCS Wealth Management
Tennessee
$884K -$125K -2,712 -13%
HIF
440
Hill Island Financial
Michigan
$881K -$42.4K -916 -5%
TFA
441
Transamerica Financial Advisors
Florida
$861K +$853K +18,440 New
FT
442
Fiduciary Trust
Massachusetts
$843K +$6.61K +143 +0.8%
HH
443
Hilltop Holdings
Texas
$834K -$39.1K -845 -5%
AG
444
Ascent Group
Virginia
$818K -$191K -4,140 -19%
IWP
445
Insight Wealth Partners
Texas
$812K +$221K +4,772 +38%
HIP
446
HUB Investment Partners
Texas
$807K -$51.1K -1,105 -6%
BAM
447
Belpointe Asset Management
Nevada
$803K +$796K +17,201 New
FCA
448
Fortis Capital Advisors
Kansas
$803K +$796K +17,201 New
WFS
449
WealthGarden F.S.
California
$796K +$41.1K +888 +6%
CFIA
450
Cantor Fitzgerald Investment Advisors
New York
$789K -$54.5K -1,178 -7%